Thermon Group Holdings, Inc.

Thermon Group Holdings, Inc.

THRยทNYSE

$61.16

-8.5%
IndustrialsIndustrial - Machinery

Thermon Group Holdings, Inc. provides engineered industrial process heating solutions for process industries worldwide. Its products include electric heating products, such as air heaters and heating accessories, boilers and calorifiers, controlling and monitoring solutions, heat tracing systems, tank heating systems, thermostats, tubing bundles, and system accessories, as well as strip, tubular, immersion, and process heaters; and gas heating products, including enclosure and explosion proof gas catalytic heaters, gas fired blowers, and gas heating accessories that comprise regulators, valves, mounting brackets, and battery cables. The company also offers specialty products, which include CEMS and analytical systems, commercial construction products and services, control panels, engineered products, compressed gas scrubbing systems, temporary power solutions, and snow clearing devices for rail track and switch equipment; and steam heating solutions comprising heat transfer compounds, steam heated bundles, steam supply and condensate return lines, steam tracing solutions, steam trace accessories, and tank heating products. In addition, it provides design engineering solutions that include design optimization studies, product selection assistance, and computer-generated drawing packages; energy audit services; procurement and project management services; procurement and project management services; turnkey construction installation; recurring facility assessment or audit; maintenance services; and technical support services. The company offers its solutions to chemical and petrochemical, oil and gas, power generation, rail and transit, commercial, transportation, food and beverage, pharmaceutical, and mineral processing industries, as well as data centers, semiconductor facilities, and other markets through a network of sales and service professionals, and distributors. Thermon Group Holdings, Inc. was founded in 1954 and is headquartered in Austin, Texas.

At a Glance

Live Snapshot
Market Cap$2.01B
EPS1.3500
P/E Ratio37.16
Earnings Date08/06/2026
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Thermon Group Holdings, Inc. Street Expectations Map

THR ยท NYSE

Wall Street analysts project that THR stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 57.00, with estimates ranging from a low of 54.00 to a high of 60.00.

Lowest Target
54.00
-11.71%
Consensus Target
57.00
-6.80%
Highest Target
60.00
-1.90%

The consensus 1-year price target stands at 57.00, with estimates ranging from a low of 54.00 to a high of 60.00.

Analyst Consensus Analysis

Upside Potential

-6.8%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

10.5% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

0.16x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Thermon Group Holdings, Inc. Forward Estimates of Revenue

THR ยท NYSE
Latest Revenue
536.26M
FY 2026
Avg Estimate
557.05M
FY 2027
Estimate Range
550.68M - 566.37M
Analyst Spread

Forward Growth Analysis

Projected Growth+3.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Thermon Group Holdings, Inc. Forward Estimates of Net Income

THR ยท NYSE
Latest Net Income
44.57M
FY 2026
Avg Estimate
74.25M
FY 2027
Estimate Range
70.77M - 77.72M
Analyst Spread

Forward Growth Analysis

Projected Growth+66.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Thermon Group Holdings, Inc. Forward Estimates of EPS

THR ยท NYSE
Latest EPS
1.35
FY 2026
Avg Estimate
$2.26
FY 2027
Estimate Range
$2.13 - $2.34
Analyst Spread

Forward Growth Analysis

Projected Growth+67.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Thermon Group Holdings, Inc. Forward Estimates of EBIT

THR ยท NYSE
Latest EBIT
72.57M
FY 2026
Avg Estimate
105.89M
FY 2027
Estimate Range
104.67M - 107.66M
Analyst Spread

Forward Growth Analysis

Projected Growth+45.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Thermon Group Holdings, Inc. Forward Estimates of EBITDA

THR ยท NYSE
Latest EBITDA
89.74M
FY 2026
Avg Estimate
111.47M
FY 2027
Estimate Range
110.19M - 113.33M
Analyst Spread

Forward Growth Analysis

Projected Growth+24.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Thermon Group Holdings, Inc. Forward Estimates of SG&A Expense

THR ยท NYSE
Latest SG&A Expense
159.64M
FY 2026
Avg Estimate
148.83M
FY 2027
Estimate Range
147.13M - 151.32M
Analyst Spread

Forward Growth Analysis

Projected Growth-6.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Thermon Group Holdings, Inc. Insider Positioning

THR ยท NYSE

During the last 12 months, insiders have purchased $307K and sold $40K worth of THR shares, resulting in $268K of net buying activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

6.0K

164.99K

Sold

1.4K

39.70K

Net Activity

+125K

+$125K

9-12 Months

Bought

5.0K

142.48K

Sold

0

0.00

Net Activity

+142K

+$142K

Top Buyers

1
SA

Strzelecki Angela

Director

1.8K sharesโ€ข2 transactions

$51K

2
RVLJ

Richey Victor L Jr

Director

1.8K sharesโ€ข2 transactions

$51K

3
GMJ

George Marcus J

Director

1.8K sharesโ€ข2 transactions

$51K

4
FRL

Fix Roger L

Director

1.8K sharesโ€ข2 transactions

$51K

5
DL

Dalgetty Linda

Director

1.8K sharesโ€ข2 transactions

$51K

Top Sellers

1
SJL

Schott Jan L

Officer: Svp, Cfo

1.4K sharesโ€ข1 transactions

$40K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $268K net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

7.74:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Insider Participation

High Buying

5 insider buyers vs. 1 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.